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Forum Financial Management’s Norwegian Cruise Line NCLH Stock Holding History

Forum Financial Management’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,982
Closed -$245K – 749
2025
Q4 		$245K Buy
10,982
+2,779
+34% +$58.7K ﹤0.01% 853
2025
Q3 		$202K Buy
+8,203
New +$199K ﹤0.01% 971
2022
Q3 		– Sell
-11,857
Closed -$132K – 585
2022
Q2 		$132K Buy
+11,857
New +$199K 0.01% 544

Other funds holding NCLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Forum Financial Management's NCLH Position: Q1 2026 in Review

Forum Financial Management sold out of Norwegian Cruise Line (NCLH) in Q1 2026, closing a stake of 10,982 shares — an estimated $245K sold.

Forum Financial Management first reported a position in NCLH in Q2 2022 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 640 funds tracked by Wall St. Rank hold NCLH as of Q1 2026.

  • Forum Financial Management reported no remaining Norwegian Cruise Line position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,982 Norwegian Cruise Line shares in Q1 2026, an estimated $245K.
  • Forum Financial Management first reported a position in Norwegian Cruise Line in Q2 2022 and held it in 3 quarters.
  • Forum Financial Management's Norwegian Cruise Line position peaked at $245K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.